Set up an Expense In the Account menu, select Expense Claims. Click on Create Expense Claim button. Update the expense claim fields. Depending on the user role, save as a draft or approve the Expense. Expense Claim Fields Explained Fields Description Receipt from Here you enter the name of the person or organization who has sent the expense receipt. Receipt Date Enter the date...
After entering and saving your expense receipt you can choose what receipts to submit. A receipt remains on the draft tab unless you submit it. In the Account menu, select Expense Claims. Select the Draft tab. Find and open the expense claim you want to submit for approval. Click on the Submit for Approval button. Click Ok to confirm.
In Clickentry, you can add due date only after approval of the Expense Claim. In the Account menu, select Expense Claims. Select the Awaiting Payment tab. Find and open the expense claim you want to add the due date to. Scroll down to the Payment Due Date section. Set the due date. Click on the Add Due Date button.
In the Account menu, select Expense Claims. Select the Draft tab. Find and open the expense receipt that you want to view or edit. Click on the Expense Claim Options button and select the Edit option. Edit the required changes in the expense claim. Click on the Update button.
If you want to reuse the expense claim then you can copy it to a new expense claim. In the Account menu, select Expense Claims. Select the status tab from where you want to copy the expense claim. Find and open the Expense Claim you want to copy to a new expense claim. Click on the Expense Claim Options button...
Delete an Expense Claim If your expense claim has an awaiting approval status or has not been submitted for approval, then you can delete it. In the Account menu, select Expense Claims. Select the Draft or Awaiting Approval status tab. Find and open the expense claim you want to delete. Click on the Expense Claim Options dropdown button and select the Delete option. Click Ok to confirm. Void an...
If you are the owner then Clickentry allows you to view, approve or decline expense claims. You can leave a message while declining a claim. Approve or Decline a Claim In the Account menu, select Expense Claims. Select the Awaiting Approval status tab. Open the Expense that you want to Approve or Reject. To approve the expenses click on the Approve Button. If you want to Reject the expense claim...
